Qualifications

• Financial Planning Certificate 1
• Certificate of Financial Planning 3
• Certificate of Financial Planning 4

About me

I have worked within the employee benefits and financial solutions sector for over 24 years, for large corporations. I initially started out in client services before the draw of numbers and an excel spreadsheet took me into the world of finance, specialising in revenue management, commission and fee processing and credit control.

What I love about Harding Financial

There is a genuine passion and commitment to delivering an exceptional client experience. It is refreshing to be part of a team that is not only knowledgeable and dedicated but also open to new ideas and committed to continuous improvement.

As I look towards the future

After working solely in employee benefits during my last few roles, I am looking forward to seeing how our business brings both wealth management and employee benefits together in a complimentary and combined proposition.

At the weekend you’ll find me

Outdoors as this is definitely my happy place — especially when I am near or on water. I am currently learning to sail and let’s just say it is a lot harder than it looks! I have capsized more times that I can mention but I am loving every minute of it. I also love long walks and cycling with my family and friends, ideally ending the day with great food and a very chilled glass of wine.

Want to buy me lunch?

I would love some crispy chilli squid with a fresh salad please.